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Upgrade from 8.x to 9.0

Upgrade from 8.x to 9.0

Speaker
I AM NOT . . .
Stephen Roche, CEO 16 years of IT industry experience 12 years of ERP consulting experience 12 years of consulting business management Former Chairman FSI SIG PeopleSoft v.5.0 v.9.0 Over 40 PeopleSoft projects In Tahiti on Vacation!

. . . BUT I AM
Michael Stutz, an Actual Worker 22 years of IT industry experience 13 years of PeopleSoft consulting experience I havent done any actual Project Management Hard Worker & Good Consultant PeopleSoft v.2.11 v.9.0 Lost Track of PeopleSoft Projects Here to share this information & try to ensure you go home with something useful.

Agenda
SMR Consulting Background (Brag a Little)
Why Upgrade to HCM 9.0 with eRecruit Projects 101 Technical Overview (By an Actual Techy!) Tips & Tuning Questions & Answers

SMR Consulting Background

In Business Since 1995 5 offices in the United States and 1 in Canada
Philadelphia
Orlando Chicago

Dallas
San

Francisco

Toronto

(This is the one in Canada)

PeopleSoft Customer Since 2005 Purchased Entire HRMS Suite including eApplications

PeopleSoft/Oracle Partner

Why PeopleSoft?
Offices Located in Multiple States Expansion into International Operation

(Oh, Canada!) . . . eh
Rapid Company Growth
(over 67% past two years) Inadequate Recruiting and Hiring Controls Inferior Current Systems (Was it SAP? Maybe Quickbooks Pro?)

Why Upgrade to HCM 9.0?

New & Improved Functionality
o

Employee Records Management,

o
o o

Benefits,
Payroll, and Employee Self-Service

Application Support Running Out

Performance Issues Change of Platform Keeping up with the Joneses?

Environment
All Dell Power Edge Servers (Raid 5) o Database o App, Web o File Server o Tuning Oracle Database 10g Windows 2003 Servers Web Logic Performance Tuning

Project Standards

& Administration
Projects 101 (Whos Methodology is it Anyway?)

Upgrade Planning Workshop

Project Drivers Project Objectives

Project Charter

Scope Statement Issues Resolution Roles/Responsibilities

Risk Plan
Project Plan

Project Standards and Administration

Change Management Plan

Communication Plan
Quality Control Documentation and Archiving via a file server/share drive
o

Status Reports
Frequency,

format, distribution.

o o o

Project Repository
Issues & Resolutions Log Change Management

Administration
Handling Issues
o
o

Log and track all project issues along with at least one possible resolution!
Project Manager will review the Issue Log daily to review new issues posted.

High Priority - Resolution required in x business days Medium Priority - Resolution required in y business days Low Priority Resolution required in z business days

Constraints & Assumptions:

What To Consider
Technical environment Business Processes (i.e. Open enrollment, etc.) Other Company projects competing for resources Scheduling o Resources prior commitments o Requested time-off or holiday o SME participation (local & off-site) Integration with other systems Communication & Training o Team Training o End-User Training

Gathering Information
All Upgrade Documentation is located on Customer Connection
Implement, Optimize & Upgrade >

Upgrade Guide >

Upgrade Documentation and Software > Upgrade Documentation and Scripts

Functional Assessment Approach

Information gathering o Assess current use of applications and setup o Develop an inventory of customizations based on functional requirements

Challenge customizations o Does the business requirement still exist? o Is the functionality available in target release? o Can a business process change remove a customization?

Ancient PeopleSoft Proverb

Just because you can . . .

DONT

Functional Assessment Approach

Justify the customizations approved by core team o Provide 2 or more options and assign annual resource hours and cost to options to develop a business case Develop tools/approach to help in future upgrades o Functional assessment drives the compare report analysis

Go-Forward Strategy
What needs to be done in the next 10 to 30 days to ensure that this Project heads down the right path? Complete draft project charter, plan and risk management plan o Complete tech environment prep activities o Schedule project team training o Schedule functional fit/gap o Download Upgrade Instructions and review Chapter 1 & Chapter 5
o

Administration

Project Team

Resources & Skills Requirements

Project Sponsor o Creates upgrade team. o Provides team with resources. Project Manager o Liaisons between technical and functional teams. o Understands upgrade methodology. o Manages day-to-day tasks. Technical Upgrade Resource o Runs steps according to Upgrade Assistant. o Performs Test and Final Moves to Production steps. OS/RDBMS Resource Typically a DBA Prepares OS/RDBMS for the upgrade. Batch Project Manager Defines scope for batch upgrade. Manages resources to ensure batch components are upgraded appropriately and on time. Infrastructure Support Network, web, app server Security administrator(s)

Resources & Skills Requirements

Updates and Fixes Lead o Develops strategy for applying updates and fixes after initial upgrade. o Ensures all environments are updated and fixes are current. Testing Lead(s) o Develops and coordinates development of test scripts. o Manages testing effort. PeopleSoft Certified Installer o Installs and configures PeopleSoft. o Certifies installation. Training Lead Assesses need for technical and/or functional training. Develops project team and application user training plans. Schedules training. Functional Lead(s) & SMEs Perform functional fit/gap analysis. Prepare test scenarios Perform testing and document issues and results. Other Change Management
Additional Technical Resources!

Resources & Skills Requirements

Training Plan

Training Information
http://education.oracle.com

Training Development Challenge

Instructor-led training development time 40:1

The easiest mistake to make is underestimating the time and costs of training the end users.
Fortune Magazine

Web-based training development time 200:1

High cost of custom training development. Few resources with combined training, functional, and product knowledge.

(Hey! Wait! I Qualify!)

Subject matter experts with little time to support training.

Project Team : Functional Training

Instructor Led Class Self-Paced Learning

(a.k.a. Seminars on Demand)

Release Notes PeopleBooks

Prototype in a Demo environment

Half Way There!

Assessing your Technical Needs

Review Hardware & Software Plans

Determine Technical Peripheral Upgrades

Are any software upgrades required? o OS o RDBMS o Cobol Compiler* o Third Party Products (ie. Scheduling software)

Are any hardware upgrades required? o PeopleSoft Internet Architecture o Rollout via Intranet/Internet o Increase in user base o Parallel deployment of new functionality

Table Size Changes - Appendix available in Upgrade Instructions

Technical Preparation

Cleanup production before project begins

o Clean

SYSAUDIT, DDDAUDIT reports

o Create

and execute data integrity scripts

Technical Preparation (Cont.)

Validate or create a technical modification inventory o Batch objects
SQR,

COBOL, Crystal, Application Engine, nVision Layouts, Queries, Unix scripts, JCL, Autosys, etc. a vanilla compare to your current release DEMO

Online objects
Execute

Prepare by getting these in place: o Migration control and quality control procedures o Documentation standards and naming conventions o Issue tracking tool o Compare Reports Decision Matrix

Upgrade Overview
Enterprise Database Overview

APPLICATION TABLES

Contains End User Type Data (i.e. transaction data) Managed by the Enterprise application Contains PeopleTools Objects (Records, Pages, PeopleCode, Security, etc.) Managed by the RDBMS Catalogs Database Objects

PEOPLETOOLS TABLES

SYSTEM CATALOG

Upgrade Overview
Before
APPLICATION TABLES Data In Release 8SP1

After
APPLICATION TABLES Data In Release 9.0

PEOPLETOOLS TABLES Tools Release 8.20.xx Structure

The Upgrade Process

PEOPLETOOLS TABLES Tools Release 8.49.xx Structure

Change Assistant
SYSTEM CATALOG SYSTEM CATALOG

Upgrade Process: Overview

Production Database A new copy of production is created for use during the first Test Move to Production Execute RELXXX scripts During the Test Move, import the PeopleTools tables

A copy of production is created Execute upgrade steps Once the upgrade is complete, execute MVPRDEXP.DMS to export the PeopleTools tables Initial copy of production at new Enterprise release

Execute create and alter scripts and perform data conversion Roll in additional changes found during testing.

NOTE: If changes to the Enterprise objects were made to this upgraded application, create a new MVPRDEXP.DAT to use for future Test Moves

1st Phase: Initial Upgrade Pass

New Release Demo Database

Evaluate Upgrade Compare Reports

Apply Copy Overrides

Execute Copies

Copy of Production Database at New PeopleTools Release

Full Compare Reports Copy of Production Database at New PeopleTools & Application Release

Perform PeopleTools Upgrade on Copy of Production Database

Create & Alters Scripts and Data Conversion Demo Database at Your Current Release Copy of Production Database After Complete Upgrade

Copy of Production Database

Vanilla Compare Reports

Reapply Customizations

2nd Phase: Test Move to Production

Copy of Production created in the Lab for the on-line upgrade.

DEMO

These databases are created on site by our Install Group prior to the upgrade delivery.

AUD (only required for upgrades prior to Enterprise 8)

Delivered upgraded database becomes 1st TEST database. Customer upgraded database becomes 2nd TEST database.
Parallel TEST

Copy of Production created by the customer on site for the 1st Test Move which the delivery consultant assists. Copy of Production created for 2nd Test Move done by the customer. Copy of Production created for 3rd Test Move - done by the customer.

Copy of Production created for final MOVE TO PRODUCTION

PeopleTools 8.4x Delta

Enhancements
o
o o o

Performance Monitor
PeopleSoft Data Archive Manager Portal Navigation Change Assistant

Tools of the Trade

Change Assistant
o

PeopleTools 8.44

Stand alone application with a Windows look and feel Used in applying Updates/Fixes, Bundles, and Maintenance Packs thru the Environment Management Framework Assists with migration of delivered change packages across environments Merged with Upgrade Assistant to perform upgrades in addition to updates and fixes!

PeopleTools 8.46

Change Assistant

Fix Application Process

1. Discover &
Analyze
What fits my system?
Version, Applications, Languages

2. Select &
Download
Find dependencies
Pre-requisites Post-requisites Translations

What do I need for regulatory compliance? What is already applied? Review documentation

Re-analyze if needed Download

3. Apply, Test and Deploy

Determine Order Apply to Demo Re-customize Re-package and re-install (3+ times)

Compare to Dev

Fix Application Process

- Automated Activity using Change Assistant

1. Discover &
Analyze
What fits my system?
Version, Applications, Languages

2. Select &
Download
Find dependencies
Pre-requisites Post-requisites Translations

What do I need for regulatory compliance? What is already applied? Review documentation

Re-analyze if needed Download

3. Apply, Test and Deploy

Determine Order Re-customize

Apply to Demo
Compare to Dev

Re-package and
re-install (3+ times)

Understanding the Comparison Process

Understanding Comparison Release Level Understanding Object Status Understanding Actions Understanding the Upgrade Values

Understanding How the System Tracks Object Changes

Putting it All Together

Reviewing Upgrade Reports

Upgrade reports are generated by Application Designer. The reports help you understand what objects differ between the source and target databases, and how they differ.
Gather documentation of your database modifications before reviewing these reports.

o
o

Review the Release Notes. These notes identify and explain object changes in the source database.
Upgrade reports can be intimidating until you understand what data you are looking for and how best to use it.

Tips & Tricks

Tips and Tricks

All transaction cleanup in Chapter 1 should be completed and verified. Dont shortcut this and create a repeatable process. DO NOT PERFORM FIT GAP in only 1 week Perform user testing training before user acceptance testing to avoid testing/training confusion Carve time off of final move to production by bypassing the Change Assistant for batch object push Ensure common desktop standards are in place to avoid simple issues o Popup blockers

Tips and Tricks (Cont.)

Dozens of tests run on the most popular and most concerning transactions Performed many customizations to improve performance (100s of hours of developer time) Significant changes in database CPU utilization with new Verity Job Search (decreased 70%)

Focused lots of effort on tuning Browse Job Openings our home page

Tips and Tricks (Cont.)

Implementation Preparation

Practice conversion runs (4)

Implementation Checklist
Call in phone number for messages during implementation weekend

Implementation Weekend

Production down on Thursday at 5 pm

Business Analyst review Sunday at 11 am End user verification Sunday from 12 3 pm Decision at 3 pm

Tips and Tricks (Cont.)

Security
o o

Include security design/development/testing in your project plan and allow plenty of time for it Dedicate one resource to security, if possible

Identify all external vendors at beginning of project

o

Additional Cost for Net Express v 4.5

Dont apply bundles right before testing TEST, TEST, TEST

Tips and Tricks (Cont.)

Security

Dont under-estimate Allocate appropriate resources Evaluate security test approach

Portal Synch/Portal Structure tools become familiar

Educated developers on Component Registration Resource considerations (multiple projects)

Tips and Tricks (Cont.)

Best practices for managing Verity indexes o Chunk at the row level instead of applicant ID level o Make the segments individually restart-able o Storing resumes in the database does not equal better indexing performance (ftp is still used) o Dont rely on incremental indexes indefinitely a full index needs to be scheduled periodically o Now that verity is used for job postings, plan on communicating with your users that postings arent immediately live

Tips and Tricks (Cont.)

No more delivered Rel Scripts Split up data load Have another server for the database for performance tuning Separate you components such as
o

Database Server

o
o o

App & Web Server

Report Server File Server

Find out when PeopleSoft classes will be available prior to upgrade

Tips and Tricks (Cont.)

Archive your data prior to upgrade

Split up shift for data migration

Have patience

Upgrade from 8.x to 9.0

Thank You. Thank You Very Much.

Questions
Contact Information:

Michael Stutz
(888) 757-2616
http://heres2u.com
Contact Information: Stephen Roche

sroche@smr-consulting.com
(610) 466-9222